Giro Maddaluna is a registered investment advisor at Cornerstone Planning Group, based in Fairfield, NJ, with 19 years of industry experience. Giro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,093 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cornerstone Planning Group manages investment portfolios for a fee ranging from 0.50% to 1.35% per year. The exact fee depends on the complexity and risk profile of your portfolio, the number of accounts in your household, the amount of assets managed, and your relationship with the firm. Fees are calculated monthly based on the average daily balance of your account and are paid in arrears.
Location
350 Passaic Avenue, Suite 201, Fairfield, NJ, 07004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cornerstone Planning Group
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Barclays Capital INC.Broker
Neuberger Berman, LLCBroker
Lehman Brothers INC.Broker
UBS Financial Services INC.Broker
State Registrations1 state
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